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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Bolan is a financial advisor with Allworth Financial, LP, specializing in financial planning, retirement planning, and investment management for individuals and families. Daniel has been a registered financial advisor since 2000 and holds Series 6, 7, 9, 10, 63, 65, and 66 licenses. Daniel is committed to providing his clients with personalized financial guidance and investment strategies to help them achieve their financial goals. Daniel's experience includes previous roles at CHARLES SCHWAB & CO., INC. and MESIROW FINANCIAL, INC. Daniel holds the Certified Financial Planner designation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IL
03/11/2024 - Present
Allworth Financial, LP (Glenview IL)
IL
04/08/2016 - 07/24/2020
CHARLES SCHWAB & CO., INC. (Oak Brook IL)
IL
06/30/2005 - 03/28/2016
MESIROW FINANCIAL, INC. (CHICAGO IL)
IL
08/31/2001 - 06/06/2005
ROYAL AMERICAN INVESTMENT SERVICES, INC. (DOWNERS GROVE IL)
IL
09/01/2000 - 08/22/2001
WEB STREET SECURITIES, INC. (DEERFIELD IL)
BOTH
Issued 12/05/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/20/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/20/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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